Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$769K Buy
95
+18
+23% +$146K 0.36% 78
2023
Q4
$539K Hold
77
0.17% 192
2023
Q3
$459K Buy
+77
New +$459K 0.33% 105